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"Frequent Donor" tag
Please create a tag that is automatically applied after a donor makes a number of donations in a fiscal year. It is not easy to sort that currently in NXT as the Total Giving filter option is only for Amount, not quantity. I would like to easily s...0
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Be able to see 'Notes' (and other info) separate from 'Action Summary' on Work Center Actions tab
The current Work Center Actions tab column choices do not permit the user to view a separate column of 'Notes.' Currently, the Action Summary column includes: type, constituent, date of the action (which is redundant if the viewer also chooses to ...1
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Allow Users to Change Default Filters for Actions/Opportunities Summaries
When you open up your workcenter, the summary section for actions defaults to: Past Due; Upcoming (This Week); and Completed. We want to change the default for upcoming to "This Month" because our development officers are trying to schedule out ...0
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Remove a Constituent from Workflow
Allow for a constituent to be removed from a workflow if they end up there by mistake. I think about how we have gift amendments sometimes or one-offs where a person might not need to be in an entire workflow.0
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Save column width settings on Work Center pages
It is very difficult to see all the information you need to see when you reload the page, and the column width has resized back to the standard, and you need to stop what you are doing to resize. If the column position can remain fixed for user pr...0
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RE NXT Needs Attention List - Removing Tags
Currently there is not a way to remove tags from records in the Work Center area that are system generated. As we pull reports from this area sometimes the tag does not apply to the record due to internal conversations such as the system assigns "...1
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Fundraising Workcenter > Overview > Portfolio
Under Portfolio, you can view key statistics for your assigned constituent relationships in only these three areas: Assigned, At-Risk, and Newly Assigned. Please allow the user to customize this tile and add any of the tags. I would specifically l...0
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Provide configurable tolerances for "overdue pledge" and other tags
Seeing a pledge (or recurring gift) as overdue on the day that the payment is scheduled is not particularly helpful. It would be better to have a configuration screen for tags where you could set any related tolerances e.g. being able to set the a...0
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Update the top menu "Home" to open fundraiser work center
I have had a lot of my fundraisers complain that the "Home" tab should open to the work center instead of the "what's new" page. Is there anyway to change this or switch "Raisers Edge NXT" to open the "what's new" and the "Home" to the work center?0
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Make Profile / Membership ID visible on NXT
On looking at Membership, being able to see the attributes tab would be great. Being able to search by profile id would also be good.0